Weekly office hours on Thursday afternoons
The differences between pre-tax and Roth retirement savings.
A brief overview of some of the most common types of investments, including stocks, bonds, mutual funds, and ETFs.
A page by page review of how to read your annual CalSTRS Retirement Progress Report
An overview of the CalSTRS benefit formula and how to calculate your personal retirement benefit.
We cover six of the main types of investment risk you face with investing.
An overview of the main funding sources of CalSTRS
An overview of a 403(b) including how money is contributed, borrowed, transferred, and withdrawn.
We discuss the considerations many Californians have when thinking about retirement, particularly the desire to lower living expenses.
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